Anic Equity¶
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Total return since start: 0.559 %¶
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Equity now: -----------------------------> 47621.91 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46223.89 Kr¶
PnL: ---------------------------------------> -664.68 Kr¶
DD now: ---------------------------------> -2.073 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 14:23:13.656392'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.640000 | 3120.000000 | 193.000000 | 6.590000 | 2927.000000 |
| HMS Networks | 2 | 0.150000 | 781.200000 | 108.200000 | 16.080000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.710000 | 3539.740000 | 85.740000 | 2.480000 | 3453.999992 |
| HEBA B | 70 | -3.490000 | 2712.500000 | 76.500000 | 2.900000 | 2636.000010 |
| MedCap | 2 | -0.430000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| SAAB B | 8 | -0.160000 | 3414.400000 | 37.400000 | 1.110000 | 3377.000000 |
| Resurs Holding | 22 | -0.900000 | 604.560000 | 30.560000 | 5.320000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.850000 | 384.500000 | 29.500000 | 8.310000 | 355.000000 |
| AcadeMedia | 12 | 0.870000 | 584.400000 | 27.400000 | 4.920000 | 557.000004 |
| Swedbank A | 3 | 0.320000 | 591.240000 | 27.240000 | 4.830000 | 564.000000 |
| OEM International B | 7 | 0.260000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Intrum | 4 | -0.690000 | 544.200000 | 17.200000 | 3.260000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.910000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Securitas B | 6 | -1.710000 | 577.920000 | 7.920000 | 1.390000 | 570.000000 |
| Corem Property Group B | 59 | -4.810000 | 584.100000 | 7.100000 | 1.230000 | 576.999999 |
| Karnov Group | 9 | -0.990000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | -0.210000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.360000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.370000 | 561.750000 | -0.250000 | -0.040000 | 562.000005 |
| Handelsbanken A | 5 | 0.600000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Coor Service Management Hold. | 8 | -2.140000 | 529.200000 | -2.800000 | -0.530000 | 532.000000 |
| Fasadgruppen Group | 35 | 3.230000 | 3808.000000 | -3.000000 | -0.080000 | 3810.999990 |
| Midsona B | 63 | 0.330000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Boozt | 12 | -2.300000 | 1632.000000 | -22.000000 | -1.330000 | 1653.999996 |
| CTEK | 13 | -0.540000 | 506.870000 | -27.130000 | -5.080000 | 533.999999 |
| Essity B | 2 | 1.820000 | 544.100000 | -29.900000 | -5.210000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.350000 | 560.500000 | -34.070000 | -5.730000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.740000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | 0.790000 | 558.420000 | -54.580000 | -8.900000 | 612.999432 |
| Essity A | 4 | 1.860000 | 1094.000000 | -55.000000 | -4.790000 | 1149.000000 |
| Beijer Electronics Group | 26 | 4.110000 | 2896.400000 | -74.600000 | -2.510000 | 2971.000006 |
| OX2 | 18 | 1.250000 | 1463.400000 | -200.600000 | -12.060000 | 1663.999992 |
| Axfood | 13 | 1.780000 | 3528.850000 | -227.150000 | -6.050000 | 3756.000001 |
| Ovzon | 52 | -1.680000 | 2735.200000 | -626.800000 | -18.640000 | 3361.999992 |
| TOTAL | 46222.150000 | -666.420000 | -2.07634% | 46888.564618 |
Updated:¶
'2023-01-30 14:22:45.027370'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
